Purchases and Sales Made in Q1 2025 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
1.44M+ 3.78% |
$73.1M - $73.4M
|
39.5M
$2.02B
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
341K+ 414.94% |
$17.3M - $17.4M
|
423K
$21.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
181K+ 3372.38% |
$9.19M - $9.23M
|
186K
$9.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
148K+ 1095.66% |
$7.55M - $7.58M
|
162K
$8.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
138KNew |
$7.01M - $7.04M
|
138K
$7.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
119KNew |
$6.04M - $6.07M
|
119K
$6.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81.7K+ 32.79% |
$4.16M - $4.18M
|
331K
$16.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
75.1K+ 54.15% |
$3.82M - $3.84M
|
214K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
64.3K+ 716.57% |
$3.27M - $3.28M
|
73.3K
$3.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
57.8K+ 50.98% |
$2.94M - $2.95M
|
171K
$8.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
45.9K+ 268.79% |
$2.33M - $2.35M
|
63K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
40.3KNew |
$2.05M - $2.06M
|
40.3K
$2.06M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.01M
|
39.3K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.5K+ 457.56% |
$1.86M - $1.86M
|
44.5K
$2.27M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
24.7K+ 51.06% |
$1.26M - $1.26M
|
73K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
21.8K+ 228.18% |
$1.11M - $1.11M
|
31.3K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
20.8K+ 16.53% |
$1.06M - $1.06M
|
146K
$7.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
20.6K+ 18.12% |
$1.05M - $1.05M
|
135K
$6.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
19.9K+ 12.63% |
$1.01M - $1.01M
|
177K
$9.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
18K+ 20.14% |
$916K - $919K
|
107K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
17.9KNew |
$912K - $916K
|
17.9K
$915K
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
16.6K+ 11.3% |
$843K - $847K
|
163K
$8.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 34.25% |
$754K - $757K
|
58.1K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11.8K+ 10.0% |
$599K - $601K
|
129K
$6.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10.9K+ 7.59% |
$554K - $557K
|
155K
$7.89M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
8.31K+ 3.02% |
$423K - $425K
|
284K
$14.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.89KNew |
$401K - $403K
|
7.89K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.63K+ 13.08% |
$337K - $339K
|
57.3K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.53K+ 9.57% |
$281K - $282K
|
63.3K
$3.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
5.35KNew |
$272K - $273K
|
5.35K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
5.14K+ 3.52% |
$262K - $263K
|
151K
$7.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.09K+ 13.61% |
$259K - $260K
|
42.5K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.98KNew |
$253K - $255K
|
4.98K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.68KNew |
$238K - $239K
|
4.68K
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.58KNew |
$233K - $234K
|
4.58K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.5K+ 13.99% |
$229K - $230K
|
36.6K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.61K+ 8.15% |
$184K - $185K
|
48K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.42K+ 53.94% |
$174K - $175K
|
9.76K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.19K+ 6.94% |
$162K - $163K
|
49.1K
$2.51M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
3.07K+ 9.0% |
$156K - $157K
|
37.2K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2.8K+ 26.46% |
$142K - $143K
|
13.4K
$683K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.58K+ 4.8% |
$131K - $132K
|
56.3K
$2.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2K+ 13.01% |
$102K - $102K
|
17.4K
$888K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
2K+ 4.88% |
$102K - $102K
|
43K
$2.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 23.86% |
$87.5K - $87.9K
|
8.93K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.45K+ 2.05% |
$73.8K - $74.1K
|
72.4K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.32K+ 165.87% |
$67.3K - $67.5K
|
2.12K
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.13K+ 19.11% |
$57.6K - $57.8K
|
7.06K
$360K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
993+ 4.36% |
$50.5K - $50.7K
|
23.8K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
859+ 10.88% |
$43.7K - $43.9K
|
8.76K
$447K
|